Jared White is a registered investment advisor, based in Southbury, CT, with 19 years of industry experience.
Location
2 Pomperaug Office Park, Suite 301 & 205, Southbury, CT, 06488
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is an Investment Adviser Representative for both Compass Capital Management and Kestra Advisory Services LLC, providing portfolio advice, discretionary trading, and financial planning. These activities take up a significant portion of Jared's time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.